Robert Comer Boehner
Financial advisor at Financial Consulate, Inc · Gettysburg, PA
Last updated 2026-10-10
Claim your profileRobert Comer Boehner is a financial advisor at Financial Consulate, Inc in Gettysburg, PA, CRD 6737672. First registered 2016-12-13.
Registration
- CRD number
- 6737672
- Registration status
- Active
- First registered
- 2016-12-13
- Years of experience
- 11
- States registered
- PA
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- Certified Financial Planner
Work history
- 2015-01 to Present · The Financial Consulate Inc. · Hunt Valley, MD
Current employment
- Financial Consulate · Hunt Valley, MD
Financial Consulate, Inc
- Regulatory AUM
- $1,095,865,304
- Registered advisors
- 13
- Offices
- 11
- Clients per advisor
- 65.3 (Moderate)
- Average AUM per client
- $1.3M (Low)
- High-net-worth client ratio
- 38.6% (Moderate)
Financial Consulate, Inc: advisors, services and reported ETF investments
Reported ETF positions
Financial Consulate reports 255 ETF positions worth $738.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SCHX — Schwab U.S. Large-Cap ETF | $155M |
| DUHP — Dimensional US High Profitability ETF | $88M |
| MFDX — PIMCO RAFI Dynamic Multi-Factor International Equity ETF | $71M |
| SCHF — Schwab International Equity ETF | $53.3M |
| DIHP — Dimensional International High Profitability ETF | $44.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Financial Consulate's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $11.4K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | TSPA — T. Rowe Price U.S. Equity Research ETF | $68.5K | Top 99.8% | Addressable AUM $13.3T · Peer conviction 78.3% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $68.3K | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | EIS — iShares MSCI Israel ETF | $13K | Top 98.7% | Replicability (R²) 38.2% · Residual Sharpe 0.27 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Financial Consulate, Inc on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
- Engaged in Other Business
- Other Business Is Primary Business
- Sells Non-Advisory Products or Services
Location
1302 Proline Place, Gettysburg, PA 17325
10 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Robert Comer Boehner?
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